Crux Wealth Advisors Incresed Positions in Q1 2025

Crux Wealth Advisors

  • $192 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2K
+ 33.49%
$442.66 - $534.52 $883K - $1.07M
7.95K $4.24B
PM
Philip Morris International Inc.

Consumer Defensive
4.28K
+ 67.81%
$117.15 - $158.79 $502K - $680K
10.6K $1.68B
SCHW
Schwab Charles Corp

Financial Services
6.73K
+ 39.83%
$71.24 - $83.64 $479K - $563K
23.6K $1.85B
ELV
Elevance Health, Inc.

Healthcare
821
+ 43.37%
$365.9 - $436.25 $300K - $358K
2.71K $1.18B
WFC
Wells Fargo & Company

Financial Services
6.07K
+ 61.4%
$66.78 - $81.42 $405K - $494K
16K $1.15B
UL
Unilever PLC

Consumer Defensive
6.42K
+ 97.18%
$54.72 - $60.29 $351K - $387K
13K $776M
COP
Conocophillips

Energy
3.53K
+ 90.8%
$88.6 - $105.85 $312K - $373K
7.41K $778M
XOM
Exxon Mobil Corp

Energy
2.31K
+ 25.1%
$105.44 - $118.93 $243K - $275K
11.5K $1.37B
NVS
Novartis Ag

Healthcare
2.8K
+ 67.67%
$97.14 - $115.57 $272K - $323K
6.93K $772M
KMX
Carmax Inc

Consumer Cyclical
5.24K
+ 50.6%
$69.25 - $89.19 $363K - $467K
15.6K $1.21B
MCK
Mckesson Corp

Healthcare
402
+ 78.82%
$566.21 - $672.99 $228K - $271K
912 $614M
BDX
Becton Dickinson & CO

Healthcare
1.39K
+ 113.46%
$222.79 - $249.08 $310K - $346K
2.62K $599M
SNY
Sanofi

Healthcare
4.73K
+ 74.02%
$48.15 - $59.42 $228K - $281K
11.1K $617M
BK
Bank Of New York Mellon Corp

Financial Services
3.24K
+ 70.39%
$75.42 - $88.95 $244K - $288K
7.84K $657M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
5.12K
+ 14.7%
$50.82 - $52.7 $260K - $270K
39.9K $2.1B
BKNG
Booking Holdings Inc.

Consumer Cyclical
87
+ 25.59%
$4295.4 - $5141.88 $374K - $447K
427 $1.97B
GD
General Dynamics Corp

Industrials
980
+ 76.8%
$241.94 - $272.58 $237K - $267K
2.26K $615M
MDT
Medtronic PLC

Healthcare
1.43K
+ 11.15%
$79.84 - $94.5 $114K - $135K
14.3K $1.28B
GOOG
Alphabet Inc.

Communication Services
2.7K
+ 47.32%
$156.06 - $207.71 $422K - $561K
8.41K $1.31B
META
Meta Platforms, Inc.

Communication Services
480
+ 8.2%
$576.36 - $736.67 $277K - $354K
6.33K $3.65B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.13K
+ 17.31%
$45.92 - $47.58 $190K - $196K
28K $1.33B
MUB
Ishares National Muni Bond ETF

ETFs
1.94K
+ 83.45%
$104.71 - $107.69 $203K - $208K
4.26K $449M
MA
Mastercard Inc

Financial Services
284
+ 17.22%
$504.67 - $576.31 $143K - $164K
1.93K $1.06B
CHKP
Check Point Software Technologies LTD

Technology
311
+ 10.71%
$179.88 - $231.31 $55.9K - $71.9K
3.22K $733M
BAC
Bank Of America Corp

Financial Services
4.69K
+ 52.47%
$39.61 - $47.74 $186K - $224K
13.6K $569M
ABC
Amerisourcebergen Corp

Healthcare
232
+ 11.87%
N/A
2.19K $608M
SBUX
Starbucks Corp

Consumer Cyclical
1.02K
+ 13.98%
$91.75 - $115.81 $93.7K - $118K
8.33K $817M
ORCL
Oracle Corp

Technology
2.26K
+ 36.14%
$139.81 - $186.47 $315K - $421K
8.5K $1.19B
DDWM
Wisdomtree Tr Currency Hedged

ETFs
2.27K
+ 9.77%
$34.25 - $37.6 $77.9K - $85.5K
25.5K $940M
GLD
Spdr Gold Trust

ETFs
167
+ 9.49%
$243.19 - $288.14 $40.6K - $48.1K
1.93K $555M
CMCSA
Comcast Corp

Communication Services
3.96K
+ 12.96%
$33.19 - $38.23 $131K - $151K
34.5K $1.27B
QCOM
Qualcomm Inc

Technology
733
+ 24.77%
$151.94 - $175.86 $111K - $129K
3.69K $567M
DIS
Walt Disney CO

Communication Services
1.79K
+ 30.02%
$96.87 - $114.0 $174K - $204K
7.76K $766M
ADI
Analog Devices Inc

Technology
763
+ 15.13%
$201.56 - $243.82 $154K - $186K
5.81K $1.17B
ADBE
Adobe Inc.

Technology
364
+ 44.61%
$377.84 - $464.11 $138K - $169K
1.18K $453M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.48K
+ 14.69%
$42.5 - $46.71 $62.9K - $69.2K
11.6K $523M
FTLS
First Tr Long/Short Equity ETF

ETFs
1.13K
+ 18.0%
$63.42 - $68.17 $71.3K - $76.7K
7.37K $472M
ADSK
Autodesk, Inc.

Technology
399
+ 26.69%
N/A
1.89K $496M
VEEV
Veeva Systems Inc

Healthcare
123
+ 10.92%
$210.58 - $246.8 $25.9K - $30.4K
1.25K $289M
ECL
Ecolab Inc.

Basic Materials
109
+ 12.44%
$229.72 - $269.82 $25K - $29.4K
985 $250M
SYK
Stryker Corp

Healthcare
7
+ 0.21%
$355.18 - $399.9 $2.49K - $2.8K
3.34K $1.24B
DE
Deere & CO

Industrials
3
+ 0.44%
$408.57 - $509.27 $1.23K - $1.53K
692 $325M
STWD
Starwood Property Trust, Inc.

Real Estate
610
+ 2.57%
$18.41 - $20.53 $11.2K - $12.5K
24.3K $481M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
271
+ 2.54%
$46.86 - $50.66 $12.7K - $13.7K
10.9K $531M
ADP
Automatic Data Processing Inc

Industrials
3
+ 0.25%
$286.85 - $318.64 $861 - $956
1.22K $372M
XLF
Financial Sector Spdr

ETFs
145
+ 3.47%
$47.32 - $52.19 $6.86K - $7.57K
4.33K $215M
FTCS
First Trust Capital Strength E

ETFs
13
+ 0.2%
$86.39 - $91.35 $1.12K - $1.19K
6.55K $587M
VTV
Vanguard Value ETF

ETFs
11
+ 0.93%
$167.73 - $179.21 $1.85K - $1.97K
1.2K $207M
DEO
Diageo PLC

Consumer Defensive
973
+ 22.59%
$104.79 - $126.12 $102K - $123K
5.28K $553M
Activity Summary
Buys All Purchases 87 New Holdings 24 Increased Positions 63 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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